Bread Crumbs Research
@breadcrumbsre.bsky.social
I invest in unrecognized/underappreciated excellence. Marathon AM: Trying to spot a great manager remains a game very much worth playing.
My favorite chart of the day
March 24, 2025 at 12:10 PM
My favorite chart of the day
There is a category of cyclical stocks that are flat for decade, then double or triple in a couple of years and stay flat for another decade
March 19, 2025 at 4:39 PM
There is a category of cyclical stocks that are flat for decade, then double or triple in a couple of years and stay flat for another decade
How to pick good management teams
March 18, 2025 at 4:52 PM
How to pick good management teams
This podcast is the most clear sign of the bubble in so called "quality" stocks I've seen so far @upslopecapital.bsky.social
March 17, 2025 at 9:51 AM
This podcast is the most clear sign of the bubble in so called "quality" stocks I've seen so far @upslopecapital.bsky.social
Management philosophy of Post Holdings
March 13, 2025 at 11:26 AM
Management philosophy of Post Holdings
India looks unstoppable
February 25, 2025 at 12:41 PM
India looks unstoppable
yet their exposure to Ukraine is tiny
January 22, 2025 at 2:19 PM
yet their exposure to Ukraine is tiny
market seems to be concerned that the war in Ukraine may end soon which would negatively impact BAB's earnings...
January 22, 2025 at 2:18 PM
market seems to be concerned that the war in Ukraine may end soon which would negatively impact BAB's earnings...
Out of the 30 largest companies by market cap only 6 are not from the US
January 21, 2025 at 5:21 PM
Out of the 30 largest companies by market cap only 6 are not from the US
situation in cannabis industry is so bad that Tilray decided to divorsify into beer
January 19, 2025 at 1:06 PM
situation in cannabis industry is so bad that Tilray decided to divorsify into beer
Danaher Business System
January 15, 2025 at 12:38 PM
Danaher Business System
Pricing power at WDFC
January 14, 2025 at 1:18 PM
Pricing power at WDFC
3-4y IRRs from my small cap watchlist / portfolio
December 29, 2024 at 10:45 AM
3-4y IRRs from my small cap watchlist / portfolio
Chips on shoulders put chips in pockets
December 25, 2024 at 8:12 AM
Chips on shoulders put chips in pockets
Not bad for European defence stocks
December 22, 2024 at 7:27 PM
Not bad for European defence stocks
his track record
December 21, 2024 at 8:31 AM
his track record
Extremely impressive business transformation at Deckers: from mostly wholesale channel to wholesale + DTC. Also growth at HOKA helped a lot. Pulled off by Dave Powers.
December 21, 2024 at 8:29 AM
Extremely impressive business transformation at Deckers: from mostly wholesale channel to wholesale + DTC. Also growth at HOKA helped a lot. Pulled off by Dave Powers.
